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- Global and Finance Admins 🎉
In this article:
When you need to update contact and billing information, your Company > Plans & Billing page is your one-stop spot. Subscription billing, rewards billing, and Bizy add-ons are billed separately.
For how subscription seats and true-ups work, see How Bonusly Subscriptions Work. For invoice history, see Payment history and invoices in Billing history.
Subscription settings
The Subscription card shows your plan (Free, Team, or Organization), billing cadence (monthly or annual), user count, price per seat, and upcoming billing or true-up dates.
Monthly plans: User count, monthly price per seat, and next billing date.
Annual plans: User count, seats purchased, next true-up date, and renewal date.
Subscription payment method
Add or update the credit card used for subscription invoices using the pencil icon on the Subscription card.
To pay by ACH or wire transfer, follow How to set up ACH. Bank details appear on the Subscription card once ACH is configured.
If you pay by ACH or wire but want to switch to credit card, select Pay by credit card instead on the Subscription card.
Bizy on your subscription
If your company has Bizy enabled on an eligible plan, Bizy seat charges appear as subscription line items with a seat breakdown (such as the number of admins and employees with access). This is separate from your base Team or Organization plan price.
Manage access and cost: Company > Account settings > Bizy settings. See Managing Bizy Seats: Team Plan.
Review charges: Open Billing history and download the subscription invoice PDF for itemized Bizy lines.
Turning Bizy off for everyone (so no members have Bizy access stops new Bizy charges on future invoices.
Rewards billing controls
The Rewards section shows whether rewards billing is enabled and which rewards plan you're on (Pay-as-you-go, Flex, or Fixed).
If rewards billing is disabled:
Your team can still redeem points for no-cost rewards (Company Exclusives, Points Boost)
Paid rewards (gift cards, merchandise, donations through partners) are not available
Click Enable Rewards Billing to allow paid reward redemptions
Note: A payment method must be on file before you can enable rewards billing
If rewards billing is enabled:
Your team can redeem for all available rewards
Your current plan (Pay-as-you-go, Flex, or Fixed) is shown
Click Disable Rewards Billing to switch to no-cost rewards only
To change your rewards billing plan type, see How do I change my reward billing plan?
Note: If your company is on the Fixed Plan (invoice / fixed prepay), you cannot disable rewards billing from Plans & Billing. Contact [email protected] for help.
Enabling rewards billing
Ensure you have a credit card on file for rewards
Click Enable Rewards Billing
You'll be enrolled in the Pay-as-you-go plan
Heads up: For new customers, we may run a verification review (KYC/KYB) after your first successful payment activity. While that review is in progress, reward redemptions may show as Pending.
Disabling rewards billing
Click Disable Rewards Billing
Confirm in the modal that appears
Users will no longer be able to redeem paid rewards
Note: Disabling rewards billing does NOT affect no-cost rewards like Company Exclusives or Points Boost.
Rewards payment method
The Rewards card is where you add or update the credit card used for rewards invoices. When a payment method is on file, you'll see your rewards plan details and balance information relevant to your plan type.
❗️Important: A payment method must be added to convert a trial account into a subscription. If there is no payment method on file when your trial expires, the account will deactivate automatically until a payment method is added.
Pro tip: A backup payment method can be handy in case the primary method is unavailable.
Credit card top-up (admin control)
Credit card top-up lets employees pay the difference with a personal card when a reward costs more than their points balance. Configure it under Admin > Rewards > Settings with the **Allow credit card top-off** checkbox.
Billing contact information
Click the pencil icon on Account details and Billing address to update:
Account details — preferred email for invoices, company name (optional), and phone (optional)
Billing address — address used on Bonusly invoices
Purchase order (PO) numbers
To add a purchase order (PO) number before your next subscription invoice:
Navigate to Plans & Billing.
In the Purchase order numbers section, add or upload the PO for subscription billing.
PO numbers appear in the right column on new Bonusly invoices:
❗️Important: Edits to purchase order numbers take effect on the next invoice generated. They do not get updated on any previously generated invoices.
FAQ
Why are my rewards billing invoices and/or payment information being sent to the wrong person?
Invoices go to the email in Account details on Plans & Billing.
Contact [email protected] to add additional notification contacts.
Why doesn't the billing address on Plans & Billing match the credit card on file?
Subscription and rewards may use different payment methods. Contact Support if you need help reconciling them.
If you recently changed your card, update Billing address on Plans & Billing to match the address on file with your card issuer.
Can I edit a purchase order number on an existing invoice?
Contact [email protected] with the PO number and invoice details.
Where do I see Bizy or other subscription add-ons?
Check the Subscription card on Plans & Billing and download invoice PDFs from Billing history.
Questions? Send us a note to [email protected]; we'd be happy to help!